Succession Components

Modified on Thu, 4 May, 2023 at 11:34 AM

Metrics 

Metrics are the building blocks or units of measurement defined by a companyThese are the standards by which employees are measured against to determine readiness to move into key positionsExamples are Potential, Ability to Relocate, or Performance 


Metrics are found under Admin > HR Setup > Succession Planning > Default Metrics Configuration 


Watch the clip below to see how to navigate to the Default Metrics Configuration. 

 




Navigating Succession Planning Metrics clip




Succession Profile 

A succession profile compiles and holds the metrics by which employees will be measured for specific key role positions. Employees may be assigned one succession profile in their employee record.  

Review the Create and Assign a Succession Profile article on how to create a succession profile and then assign it to an employee record. 

 




Adding a Succession Profile to an Employee Record 




Succession Plans 

Succession plans are developed for employees and rate or measure the employees against the metrics found in the succession profile. The history of ratings or measurements of readiness is viewed within the plans 


Succession plans are updated by managers under the Team tab. They are found under: Team > Talent > Succession Planning > Succession Plans. 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article